To prevent the customer care agent from creating a pick ticket from the sales order screen, follow these instructions to set up your functional profile for them.A button that displays the order’s life is located in the right upper panel of the sales order screen. These are known as validation links or buttons. Fig 1:… Read More »
In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated… Read More »
In Sage X3, a work order is a document that details the production activities required to manufacture a specific quantity of a product or item. It serves as a set of instructions for the production team, outlining the necessary tasks, resources, and timelines to complete the manufacturing process. After running MRP and checking Enterprise planning,… Read More »
Sage X3’s User Broadcast feature facilitates streamlined communication within your organization. It enables administrators to send targeted messages directly to users or groups, ensuring timely dissemination of important information such as maintenance alerts, updates, and reminders. This functionality enhances collaboration and efficiency by keeping everyone informed and aligned with critical activities. In Sage X3, the… Read More »
In this blog, we’ll explore the step-by-step process of creating data models, linking tables, adding fields. Once the tables have been added and linked, fields can be added to the Data Model. Click on the to open the Fields. Right-click on the Field to access to these options: Fig. 1. Add column Note: Fields can… Read More »
Sage X3 has an accompanying Excel add-in that you can use to export data from grids in Sage X3 into a Microsoft Excel spreadsheet. In this blog, we will run through the steps involved in installing the add-in and using it for a simple export. Integrating an Excel add-in with Sage X3 can be a… Read More »
Sage X3 offers functionality allowing the consolidation of multiple orders into a single delivery. If your business process requires limiting such entries to prevent confusion during invoice report printing, follow the steps below: While creating Order there exist an option of Invoicing Mode, with choices including 1/Order, 1/Shipment, and 1/Invoice. Choose the ‘1/Order’ option. Users… Read More »
Introduction When you look at raw data, it can be hard to understand what it all means because it’s just a bunch of numbers or information. It’s difficult to see patterns or trends when the data is in this simple form. One tool that helps with visualizing data is called conditional formatting. This tool makes… Read More »
Retrieving data from a single table for the Sage X3 dashboard is straightforward. However, if you require data from multiple tables or linked tables, attempting to add a field from those tables triggers an error message: “Standard Query ‘QUERY_CODE’: Links not possible.” In our recent blog post, we’ve provided a clear solution to address this… Read More »
In Sage X3, notifications are typically used to alert users about certain events or actions within the system. These notifications can be configured to appear in various parts of the system, such as the user’s dashboard, or they can be sent via email.Notifications in Sage X3 provide a flexible and configurable way to keep users… Read More »